Sittner & Nelson’s Novo Nordisk NVO Stock Holding History

Sittner & Nelson’s Portfolio NVO Stock Details NVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$269K	Buy	7,323 +2,250	+44%	+$107K	0.1%	140
2025 Q4	$242K	Sell	5,073 -2	-0%	-$102	0.09%	149
2025 Q3	$282K	Buy	5,075 +10	+0.2%	+$585	0.1%	119
2025 Q2	$350K	Buy	5,065 +1,319	+35%	+$89.7K	0.14%	104
2025 Q1	$260K	Buy	3,746 +184	+5%	+$15.2K	0.11%	121
2024 Q4	$306K	Hold	3,562	–	–	0.13%	99
2024 Q3	$424K	Hold	3,562	–	–	0.19%	77
2024 Q2	$508K	Sell	3,562 -1,498	-30%	-$199K	0.25%	60
2024 Q1	$650K	Hold	5,060	–	–	0.33%	55
2023 Q4	$523K	Hold	5,060	–	–	0.28%	61
2023 Q3	$460K	Hold	5,060	–	–	0.27%	64
2023 Q2	$409K	Hold	5,060	–	–	0.22%	74
2023 Q1	$403K	Buy	5,060 +300	+6%	+$21.3K	0.23%	74
2022 Q4	$322K	Hold	4,760	–	–	0.2%	93
2022 Q3	$237K	Hold	4,760	–	–	0.16%	98
2022 Q2	$265K	Hold	4,760	–	–	0.17%	93
2022 Q1	$264K	Hold	4,760	–	–	0.15%	91
2021 Q4	$267K	Buy	4,760 +1,500	+46%	+$81.3K	0.16%	89
2021 Q3	$156K	Hold	3,260	–	–	0.1%	105
2021 Q2	$137K	Hold	3,260	–	–	0.1%	112
2021 Q1	$110K	Hold	3,260	–	–	0.08%	119
2020 Q4	$114K	Buy	+3,260	New	+$113K	0.1%	104

Other funds holding NVO

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Sittner & Nelson's NVO Position: Q1 2026 in Review

Sittner & Nelson increased its Novo Nordisk (NVO) stake by 44% in Q1 2026, buying an estimated $107K and bringing the position to 7,323 shares worth $269K. The position accounts for 0.1% of the portfolio, ranked #140.

Sittner & Nelson first reported a position in NVO in Q4 2020 and has held it in 22 quarters since. The position peaked at $650K in Q1 2024. 1,271 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Sittner & Nelson held 7,323 shares of Novo Nordisk worth $269K as of Q1 2026.
Sittner & Nelson bought 2,250 Novo Nordisk shares in Q1 2026, an estimated $107K.
Novo Nordisk made up 0.1% of Sittner & Nelson's portfolio in Q1 2026, its #140 holding.
Sittner & Nelson first reported a position in Novo Nordisk in Q4 2020 and has held it in 22 quarters since.
Sittner & Nelson's Novo Nordisk position peaked at $650K in Q1 2024.
1,271 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.